财联社·2025-11-16 14:08Core Viewpoint - The collaboration between Rongbai Technology and CATL marks a significant upgrade in their partnership, transitioning from lithium-ion batteries to sodium-ion batteries, which are expected to offer cost advantages and improved performance in various applications [1][3]. Group 1: Partnership Details - Rongbai Technology has signed a cooperation agreement with CATL, designating Rongbai as the primary supplier of sodium-ion cathode materials, with a commitment for CATL to procure no less than 60% of its total purchasing volume from Rongbai annually [1][2]. - The agreement is effective from the signing date until December 31, 2029, with an automatic renewal clause if there are no objections three months prior to expiration [3]. Group 2: Historical Context - Since becoming a supplier of high-nickel ternary cathode materials to CATL in 2022, Rongbai has expanded its collaboration to include sodium-ion battery materials, which are seen as having a cost advantage [3]. - In January 2022, Rongbai announced a strategic cooperation agreement with CATL, which included an expected procurement of approximately 100,000 tons of high-nickel ternary cathode materials in 2022 [3]. Group 3: Product Development and Market Position - Rongbai Technology claims to have a leading advantage in the development of sodium-ion cathode products, with outstanding performance parameters, process stability, and cost control, positioning itself favorably among top strategic battery manufacturers domestically and internationally [3]. - CATL highlighted the advantages of sodium-ion batteries in terms of low-temperature performance, carbon footprint, and safety, indicating their broad applicability in both passenger and commercial power sectors [3].